Envestnet
| Envestnet | |
| Company type | Private |
| Industry | Financial services |
| Founded | 1999 |
| Founder | Jud Bergman (1957–2019) and Bill Crager |
| Headquarters | , |
Area served | Worldwide |
Key people |
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| Revenue | US$1.245 billion (2023) |
| AUM | US$5.8 trillion (2023) |
| Total assets | US$1.877 billion (2023) |
Number of employees | 3,100 (2023) |
| Website | envestnet |
Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management.
Envestnet has more than $6.5 trillion in platform assets and counts more than 111,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs as clients.